Reesio Support Center

Notes

Last Updated: Jan 23, 2015 12:56AM PST
Notes are a great way to store private information related to a transaction. This is because Notes are visible only to the note creator and their Brokerage Admins. Notes that Clients create are only visible to the Client.

To create private notes for yourself and Brokerage Admins, click on the "Notes" tab at the top of the transaction dashboard and then the "Create New Note" button. Enter in the title and details and then click "Save".




To delete a note, select the note you would like to delete from the left and click on the "trash can" icon.
 

Permissions for Notes Feature


 

 
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